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Loan Specialist

Big Sky Economic Development

  • Location: Billings, MT
  • Post Date: 12/28/2018
  • Job Type: FULL TIME


Are you drawn to the finance industry and helping small businesses? Do you love details and numbers? Do you want to be part of an award-winning team?

Big Sky Finance is looking for a dynamic individual to join their distinguished team. Big Sky Finance is a state-wide lending organization housed under Big Sky Economic Development that provides SBA 504 financing and other loan programs for eligible small businesses.

In this job, you would be responsible for:

  • Performing routine loan servicing actions, including but not limited to:
    • creating and maintaining loan servicing files
    • monitoring UCC filings
    • verifying coverage of property, life and other required insurances
    • verifying payment of property taxes
    • verifying job creation
    • collecting and tracking receipt of annual financial statements
    • processing loan pre-payments
  • Assisting Loan Officers with servicing actions such as subordinations, deferments, and guarantor release
  • Maintaining the Ventures loan management system database
  • Assisting with preparing the annual SBA audit and reports
  • Notarizing loan documents as needed
  • Assisting Loan Officers with loan packaging and closings as directed
  • Supporting the Director of Business Finance and Loan Officers in day-to-day operations

You’re a good fit for this job if you have:

  • A Bachelor’s Degree or college coursework in Business Administration, Finance or related field preferred or equivalent job-related experience
  • Experience in lending and commercial loan processing preferred
  • Experience working with or a knowledge of SBA loan programs preferred
  • Knowledge of commercial loan documentation preferred
  • Basic understanding of business financial statements preferred
  • Strong oral and written communication skills
  • Strong computer skills with proficient knowledge of Outlook, Word and Excel
  • Excellent personal effectiveness and time management skills
  • Excellent attention to detail
  • Excellent organization skills and the ability to create and maintain electronic and paper filing systems
  • Ability to complete NADCO SBA 504 annual industry training
  • Ability to obtain notary certification
  • Ability to travel occasionally

Please see the attached job description for a full summation of the roles, responsibilities, and requirements of this position.

Other info you should know:

  • This position reports to the Director of Business Finance
  • This is a full-time, hourly position eligible for our full suite of benefits including medical, dental, retirement (PERS), life, holiday pay, sick pay and three weeks of vacation pay a year.
  • We offer wages based on regional market data and commensurate with experience
  • This position is located in Billings, MT.

How to Apply:

  1. Visit our website to download application materials
  2. Submit via instructions included in application materials


Big Sky Economic Development